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Bill has been a professional wealth management advisor for 15 years. He practices Values Based Financial Planning. Helping his clients make smart choices about their money has been the foundation for their success. Bill looks forward to helping you “Live Your Dream!”
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. (ON lic. #10227). Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.